SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.32M
3
+$4.26M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.77M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$1.16M

Top Sells

1
+$15.6M
2
+$13.7M
3
+$10.3M
4
ARO
Aeropostale Inc
ARO
+$9.85M
5
SGI
Silicon Graphics Intl.
SGI
+$7.33M

Sector Composition

1 Financials 5.26%
2 Healthcare 4.71%
3 Industrials 3.71%
4 Technology 3.7%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.41%
32,284
-15,565
52
$4.01M 0.4%
92,462
-19,801
53
$4M 0.4%
50,367
-10,852
54
$3.97M 0.4%
34,970
-16,862
55
$3.93M 0.39%
82,677
-34,566
56
$3.9M 0.39%
133,450
-400
57
$3.81M 0.38%
165,957
-35,540
58
$3.78M 0.38%
79,946
+12,113
59
$3.72M 0.37%
140,584
-71,670
60
$3.7M 0.37%
68,254
-41,315
61
$3.6M 0.36%
42,325
-21,429
62
$3.57M 0.36%
60,652
-36,557
63
$3.57M 0.36%
33,740
-14,982
64
$3.55M 0.36%
53,089
-25,935
65
$3.42M 0.34%
41,273
-18,376
66
$3.39M 0.34%
40,603
-18,155
67
$3.33M 0.33%
41,524
-12,519
68
$3.28M 0.33%
229,786
-60,635
69
$3.27M 0.33%
84,704
-37,646
70
$3.21M 0.32%
148,437
-31,788
71
$3.18M 0.32%
79,656
-50,017
72
$3.13M 0.31%
51,647
-15,573
73
$3.02M 0.3%
96,999
-44,806
74
$2.89M 0.29%
31,628
-14,730
75
$2.81M 0.28%
70,004
-14,992
1 2
3
4